| Total AUM | $11.94B |
| Discretionary | $11.94B100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $11.94B |
| Employees | 38 |
| Peak AUM | $11.94BMar 2026 |
| AUM CAGR | +16.7% /yrover 25 yrs · 77 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $11.9B | +3.5% | +9.2% | +4.7% | |
| Discretionary AUM | |||||
| Total AUM | $11.94B |
| Discretionary | $11.94B |
| Employees | 38 |
| Client Accounts | 1 |
| Client Range | 0 |
Address
125 SOUTH WACKER DRIVE
CHICAGO IL 60606
Phone
312-803-6440
Filing History
77 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$11.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$11.9B
| $11.9B |
| +3.5% |
| +9.2% |
| +4.7% |
| Total Accounts | 1 | 50.0% | 57.5% | 40.1% |
| Avg Account Size | $11.9B | +107.0% | +156.8% | +74.9% |
| Employees | 38 | +11.8% | +5.9% | 0.0% |
| AUM / Employee | $314M | 7.4% | +3.2% | +4.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $11.9B | +3.5% | +10.3% | +5.9% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 50.0% | 20.6% | 12.9% | |